Average annual returns
Through 20251 year
4.89%
3 year
9.08%
5 year
-5.26%
10 year
8.43%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
16.82%
Sharpe
0.28
Sortino
0.40
Max drawdown
-24.61%
Best month
11.18%
Worst month
-11.96%
Beta vs VTSAX
0.94
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.